Current Situation:
A start up company that sells seawalls to water front property owners and contractors needed a customer relationship management (CRM) system that would enable them to manage their relationships with their resellers, who were contracting companies, and direct customers. They needed a way to capture the information that was completed by website visitors into their CRM system. And they needed to be able to send and receive faxes electronically and link them to their CRM system. The company had seven users in the office and one user out of town.
Solution:
Alycom customized GoldMine and enhanced the overall functionality of the system. A third-party software solution was implemented to import leads coming through the website into GoldMine. An automated process was implemented to enter follow-up calls to website leads directly onto the sales rep’s calendar. A faxing software program was implemented to allow incoming faxes to be directly linked to GoldMine records and users were able to send faxes directly from GoldMine. The president, vice-president, and the remote user, were set up with GoldSync functionality on their laptops so they could access and update the database remotely.
Outcome:
The company is able to make follow up calls to new leads coming through the website within 24 hours. The engineers are able to send out technical drawings of sea walls to the customers/contractors electronically within seconds and also have the drawings connected to the customer/contractor’s record in GoldMine. The entire company stays connected and up to speed even when some of them are on site overseeing sea wall installations.
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